Customermates logoCustomermates logoCustomermates logo Home

An Agency CRM for New Business and Client Relationships

Track prospects, client context, deal stages, service value and follow-up tasks in one place. Keep project delivery, proposals, invoicing and time tracking in your specialist tools.

Start the Pro trialExplore the demo

No credit card required • 7-day Pro trial

Customermates is a CRM for agencies that turns referrals, inquiries and relationships into a visible new-business pipeline. Prospects, client organizations, opportunities, services, owners and next actions stay connected until the work is ready for an explicit handoff to delivery.

At a glance

Best for

Agencies that manage new business through relationships, multiple stakeholders and a staged sales process.

Core job

Give business development and account teams one reliable view of the prospect, opportunity and next action.

Key capabilities

An agency-specific deal board, linked service values, weighted totals and record-linked tasks.

System boundary

The CRM takes the opportunity to the handoff. Project delivery, proposals, time and invoicing stay in the agency stack.

Context

Contacts and client organizations

New business

Configurable deal stages

Commercial scope

Services, quantities and amounts

Follow-up

Tasks linked to CRM records

Conversation

Cloud inbox from Pro

From an inquiry to a clean delivery handoff

An agency opportunity rarely starts as a tidy deal. It may arrive through a referral, an existing client, email or a social conversation. The first useful step is to create the person and client organization, then open a deal when the opportunity is real enough to track.

Custom fields can hold the qualification details your agency actually reviews. Services, quantities and amounts record the commercial scope currently being discussed. The owner and linked task make the next action visible without turning the CRM into a project plan.

  1. Capture the relationship

    Add the prospect, connect the client organization and preserve the source or referral context in supported fields.

  2. Qualify the opportunity

    Create a deal, assign an owner and move it through the new-business stages your agency uses.

  3. Represent the scope

    Link services, quantities and amounts so the board carries more than a deal name.

  4. Keep the next step visible

    Attach the next task to the relevant record and review weighted pipeline totals with the team.

  5. Hand off won work

    Move the signed scope into the project and finance systems that own delivery, time and billing.

What belongs in the CRM and what belongs in the agency stack

Agency momentCustomermates ownsAnother system owns
Prospecting and qualificationPeople, organizations, deal stages, owners and custom fieldsEnrichment, scoring and outbound sequences
Commercial discussionDeal value, linked services and follow-up contextProposal, statement of work and contract documents
New-business reviewBoard, stage probabilities and weighted totalsPredictive forecasting and finance planning
Delivery handoffFinal relationship and commercial contextProjects, capacity, time, invoicing and accounting

Bring supported conversations into the relationship context

The unified inbox is available in managed cloud from Pro upward. It brings supported conversations into one list and lets participants be associated with CRM contacts. The contact relationship is the bridge to relevant client and pipeline context because messages do not have a direct deal relation.

Use the dedicated inbox page for the complete channel set, account-sharing model and plan boundaries. Self-hosted Customermates does not include connected messaging accounts or the unified inbox.

Connect the rest of the agency stack

Customermates exposes a REST API and webhooks, while external AI clients can work with supported CRM records through MCP. A separately operated n8n integration can coordinate a workflow you design and verify.

Cloud or self-hosted

Core contacts, organizations, deals, services, tasks, REST, webhooks and MCP are available in managed cloud and the self-hosted edition. Self-hosting includes the Starter feature set and leaves the unified inbox, connected calendar view and hosted Mate capability out of the deployment.

Frequently asked questions

Does Customermates manage agency projects?

No. It manages relationship and new-business context. Delivery plans, milestones, capacity and project execution belong in a project-management or PSA system.

Can it create proposals, contracts or invoices?

No. Customermates can represent the deal and services being discussed, but it has no native proposal, statement-of-work, contract or invoice document workflow.

Can an agency track follow-ups?

Tasks can be linked to contacts, organizations, deals, services and users. Tasks have no due dates or reminders, and Customermates has no timed sequences. On managed cloud, a routine can have the Mate assistant check open deals on a schedule and draft follow-ups; otherwise use your chosen external workflow system for scheduled automation.

Which channels are in the unified inbox?

Supported connections cover Gmail/Google, Outlook/Microsoft and IMAP email, LinkedIn (including Sales Navigator and Recruiter), WhatsApp, Instagram and Telegram. The inbox is available in managed cloud from Pro upward.

Can a self-hosted agency use AI clients?

Yes. Self-hosted Customermates supports external AI clients through MCP. It does not include the hosted Mate assistant, hosted AI credits or the unified inbox.

Related pages

Industries

Professional Services

Connect contacts, organizations, deals, services and follow-up tasks in one relationship and pipeline CRM, with weighted deal values, REST, webhooks and MCP.

Features

Unified CRM Inbox

Manage Gmail, Outlook, IMAP, LinkedIn, WhatsApp, Instagram and Telegram conversations in one CRM inbox. Available in Customermates Cloud from Pro.

Features

Self-Hosted CRM

Run the Customermates CRM application and PostgreSQL on your infrastructure with Docker Compose. AGPL core, MCP, REST and webhooks are included.

Blog

Agentic & AI-Native CRM: Tools and Safe Actions

Agentic and AI-native CRM explained: hosted Mate with environment-dependent availability, MCP for external AI clients, and explicit controls.

Customermates

Give agency relationships a reliable system of record

See whether Customermates fits the way your agency qualifies opportunities and keeps client context.

Start the Pro trialExplore the demo

Use your existing project, proposal, time and billing tools for delivery.